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Top 50 Personal Banker Skills

Below we've compiled a list of the most important skills for a Personal Banker. We ranked the top skills based on the percentage of Personal Banker resumes they appeared on. For example, 17.3% of Personal Banker resumes contained Financial Needs as a skill. Let's find out what skills a Personal Banker actually needs in order to be successful in the workplace.

These are the most important skills for a Personal Banker:

1. Financial Needs

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high Demand
Here's how Financial Needs is used in Personal Banker jobs:
  • Provided accurate solutions for financial needs along with recommendations for conveniences that fit customer.
  • Uncovered opportunities by having personalized conversations with clients to identify their individual financial needs.
  • Meet daily contact goals by calling existing clients, in order to set up meeting for presentations to discuss financial needs.
  • Interview new and current clients to determine the appropriate products and services that would fit their financial needs.
  • Assisted both consumer and business clients with financial needs, prospected various clients through multiple lead sources.
  • Meet face to face with new and existing clients assisting with all of their financial needs.
  • Assessed financial needs to every customer in a sales driven environment while offering world-class customer service.
  • Analyze client financial needs and provide information on wide range of retail banking products and services.
  • Assisted with their financial needs including loans, IRA's, checking and savings accounts.
  • Refer customers to appropriate bank personnel to meet the customers specific financial needs.
  • Used and implemented various profiling tools to profile customer's financial needs.
  • Find product based solutions for account holder's financial needs.
  • Profiled new and existing clients to uncover financial needs.
  • Detailed consumer financial needs and plans to achieve goals.
  • Create profile of clients based on their financial needs.
  • Assisted customers with their financial needs and transactions.
  • Helped customers with all their financial needs.
  • Partner with specialists to ensure customers get access to experts that can help them with their specialized financial needs.
  • Worked with high net worth customers for all financial needs including referring to the proper partners.
  • build relationships to meet customers' financial needs; maintain accounts and branch

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345 Financial Needs Jobs

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2. Loan Applications

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high Demand
Here's how Loan Applications is used in Personal Banker jobs:
  • Process consumer loan applications, loan renewals, collateral verification, and financial documentation.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Generated monthly sales reports and processed loan applications.
  • Opened deposit accounts and processed loan applications.
  • Examined, evaluated and processed loan applications.
  • Certificate of Deposit, IRA, Submit and Close Loan Applications for Automobiles, Personal Lines of Credit and Home Equity.
  • Perform a variety of tasks such as opening deposit accounts, taking loan applications handling customer service request.
  • Handled new accounts, loan applications, annuity sales and other sales related activities.
  • Opened deposit accounts, took loan applications and integral loans origination process.
  • Process new loan applications, submit to underwriting and close the loan.
  • Processed high levels of loan applications from start to close.
  • Processed loan applications for customers and through closing.
  • Processed loan applications and credit checks for customers.
  • Led branch in commercial loan applications submitted.
  • Assisted customers with loan applications.
  • Analyze loan documents to pre-screen new business loan applications to ensure efficient and effective loan processing.
  • Opened checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
  • Opened deposit accounts, handle loan applications, and managed various customer service request.
  • Establish new accounts for new and existing credit union members Complete loan applications for new and existing credit union members Key Holder
  • Maintained customer accounts Interview and Processed loan applications for customers Issued approvals for Teller transactions Completed daily control and audit task

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8 Loan Applications Jobs

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3. Sales Goals

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high Demand
Here's how Sales Goals is used in Personal Banker jobs:
  • Exceeded challenging sales goals, resolved difficult customer situations and delivered friendly customer service.
  • Identified customer needs and promoted financial products and services, recognized for exceeding sales goals and high customer satisfaction rating.
  • Account management, account services, customer experience, sales goals, loan processing, credit management, outside sales.
  • Expected to hit quarterly sales goals performing such duties cold calling, prospecting at networking events and client referrals.
  • Maintained daily appointments to help drive sales to meet and/or exceed my sales goals for the day/week/month/quarter.
  • Managed sales goals that included loan volume, core sales, DDA sales, partner referrals.
  • Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve sales goals.
  • Maintained highest level of sales goals and achieved 100% customer satisfaction or tracked surveys.
  • Achieve and exceed company set sales goals by selling bank products and services.
  • Achieved sales goals monthly regarding opening accounts and bringing over new funds.
  • Helped the branch to achieve the sales goals by offering bank products.
  • Achieve and/or exceed applicable sales goals in a performance driven environment.
  • Achieved aggressive sales goals and provide high quality customer service.
  • Maintain daily interactions/solution acceptance rate to reach sales goals.
  • Achieved numerous awards for exceeding monthly sales goals.
  • Achieved and exceeded individual and branch sales goals.
  • Exceeded established sales goals and objectives.
  • Selected accomplishments: Steadily surpassed sales goals set by the company for new loan dollars and other banking product.
  • Strived to meet or exceed sales goals individually and as a team.
  • Opened/closed accounts 10 per month Input/closed loans and credit card applications 4 per month Meet sales goals

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23 Sales Goals Jobs

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4. Customer Service

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high Demand
Here's how Customer Service is used in Personal Banker jobs:
  • Resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.
  • Provided a full range of banking services to individual customers, emphasizing personal financial counseling and customer service.
  • Nominated for two service excellence awards for leadership and outstanding customer service.
  • Develop and maintain relationships with partners to provide excellent customer service.
  • Accelerated sales while increasing customer service levels.
  • Provide excellent customer service to customers.
  • Received awards for excellence in customer service 2 years in a row and consistently ranked in the district's top performers.
  • Meet and exceed sales customer service goals by demonstrating the Bank of America core values in all actions.
  • Coached staff on sales and referral techniques, how to exceed goals and deliver exceptional customer service.
  • Assist in the training of tellers and Customer Service Specialists at the branch level.
  • Work with customers, tellers and management team to deliver superb customer service.
  • Created strong customer rapport through use of problem solving and customer service skills.
  • Provide outstanding customer service with over a 90% satisfaction score.
  • Recognized weekly for referrals, cross selling, and customer service.
  • Trained for customer service and operations on a monthly basis.
  • Provided exceptional customer service in person and through the phone.
  • Provided customer service by addressing customer inquiries by phone.
  • Created new processes and systems for increasing customer service satisfaction.
  • Reinforced "First Time Resolution" institutional policy when providing Customer Service through phone banking or in branch.
  • promoted from a customer service and sales professional in a few months).

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150 Customer Service Jobs

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5. Bank Products

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high Demand
Here's how Bank Products is used in Personal Banker jobs:
  • Evaluated and educated customers on bank products and services which promoted financial responsibility.
  • Provided outstanding customer service through understanding customer needs and possessing a sound knowledge of bank products, policies and government regulations.
  • Managed the reconciliation and balancing of daily transactions, as well as the opening and processing of various bank products.
  • Identified customers' financial needs and requirements and recommended appropriate bank products and services to achieve goals.
  • Conducted outreach to new and current clients to sell or add new bank products to accounts.
  • Have a solid working knowledge of bank products, services, policies and procedures.
  • Educate customers on bank products and services to provide best fit for their needs.
  • Acquired new relationships, utilizing effective calling techniques and leveraging bank products and services.
  • Marketed bank products and services while talking to both customers and potential customers.
  • Explain, advice, and promote bank products and services to customers.
  • Provided assistance to customers and informed about all bank products and services.
  • Generate revenue by cross selling bank products and services to existing clients.
  • Market bank and bank products by conducting business developments with partnering retailers.
  • Explain, sell and promote bank products and services to clients.
  • Have a thorough understanding of Bank products that are offered.
  • Marketed bank products and services to small business and individuals.
  • Assisted in the marketing of new bank products and services.
  • Promoted new bank products and services to new customers.
  • Coach tellers on how to sell bank products.
  • Opened new transactional accounts, handled teller transactions, cross-sold bank products and services, and resolved complex customer service issues.

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63 Bank Products Jobs

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6. New Account Transactions

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high Demand
Here's how New Account Transactions is used in Personal Banker jobs:
  • Preformed and supported operational financial service, processed new account transactions; assisting customers with various account and financial services.
  • Handled routine customer inquiries regarding new account transactions.
  • Facilitated new account transactions and credit card applications.
  • Processed new account transactions, assisted members in selecting the most convenient accounts for them based on their needs and goals.
  • Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions.
  • Opened 690 new accounts per year on average, processed all new account transactions and processed ATM daily balancing.
  • Process all new account transactions; Assist clients in selecting the various accounts, products and financial services.
  • Process new account transactions and assist customers in the selection of various accounts and banking investment options.
  • Processed all new account transactions as well as opening, maintaining, and closing all accounts.
  • Processed and maintained all new account transactions for individuals and small business.
  • Maximize and oversee the end-to-end processes related to all new account transactions.
  • Processed all new account transactions and increased cross sell percentages.
  • Processed new account transactions; cross-selling bank products.
  • Processed all new account transactions.
  • Cultivated relationships with new and existing customers Processed new account transactions and effectively selling/cross selling products to further relationship with bank.
  • Processed new account transactions, including data input, receiving the initial deposit, and provided cash/debit cards.
  • Provided financial advise and great service to business customers Managed and build lifelong customer relationships Processed all new account transactions.
  • Processed new account transactions for new and existing customers * Closed accounts (Certificates of Deposits, Savings and etc.)
  • Perform branch teller operational duties All new account transactions Cross-Selling bank products
  • Processed new account transactions(DDA, CD's, safe box) .

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7. Credit Card Transactions

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high Demand
Here's how Credit Card Transactions is used in Personal Banker jobs:
  • Operated a cash register for cash, check and credit card transactions with 95% accuracy.
  • Assisted clients with technical issues pertaining to online banking and credit card transactions.
  • Processed payments, credit card transactions and document scanning.
  • Processed money orders, Travelers Cheques and credit card transactions.

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8. Customer Relationships

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high Demand
Here's how Customer Relationships is used in Personal Banker jobs:
  • Analyzed current customer relationships and proactively contacted customers with recommendations to assist them in achieving financial success.
  • Manage and retain exceptional customer relationships focusing on client satisfaction and service.
  • Acquired, retained and deepened customer relationships to foster long-term relationships.
  • Managed customer portfolios and provided additional service to maximize customer relationships
  • Created alternative business plans to improve customer relationships.
  • Used excellent interpersonal skills to develop customer relationships.
  • Develop new business and expand customer relationships.
  • Trained new and existing employees throughout the CNY region on utilizing sales skills and methods to build customer relationships.
  • Created and maintained a sales culture by cross selling to enhance and secure customer relationships.
  • Deepen customer relationships, while maintaining top 10 ranking in district for sales goals.
  • Build and maintained a personal portfolio of customer relationships (loans & deposits).
  • Promote and retain business from the bank by maintaining good customer relationships.
  • Assist customers with banking needs in the branch and develop customer relationships.
  • Deepen customer relationships to better fit their needs with their wants.
  • Acquire, retain and deepen customer relationships.
  • Create and build customer relationships.
  • Create and maintain customer relationships.
  • Originated and hosted workplace and sales events to actively develop new business and retain existing customer relationships.
  • Developed customer relationships through consultation sales to ensure customer expectations were exceeded.
  • Developed new and existing customer relationships through the "Know Your Customer" process.

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17 Customer Relationships Jobs

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9. New Accounts

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high Demand
Here's how New Accounts is used in Personal Banker jobs:
  • Perform Customer Service, including but not limited to opening new accounts, loan closing, and merchandising new bank products.
  • Provided remarkable customer service through all client interactions, opening new accounts, problem resolution, telephone answering, etc.
  • Utilized sales skills in a competitive atmosphere by opening new accounts and loans in a point based system.
  • Performed required background checks on customers prior to establishing new accounts, products and services.
  • Opened varied types of new accounts and products such as certificates of deposits and IRAs.
  • Set up new accounts, established customer credit, and set up payment methods.
  • Created new accounts and placed existing accounts under will designations by courts.
  • Led the district in acquiring new accounts for four consecutive quarters.
  • Prepare paperwork and other materials for new accounts.
  • Open new accounts and complete account maintenance.
  • Market new accounts to potential customers.
  • Initiate and open new accounts.
  • Opened and serviced new accounts.
  • Opened new accounts for non-customers Balancing cash drawers
  • Open new accounts, offer financial services and handle daily referrals for services Continuously exceeded referral goals set forth by the bank
  • Assist Customers with their everyday banking needs,open new accounts for customers, and help customers apply for loans.
  • Required to make and set appointments for customers to visit with a personal bankers about opening new accounts.
  • Open new accounts Keeps cash drawer secure and within established cash limits.
  • Notarize documents Opening new accounts and assisting with Teller transactions Complying with all policies, procedures, and regulatory banking requirements
  • Complete teller transactions Open new accounts Cross sell products and services

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2 New Accounts Jobs

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10. Financial Products

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high Demand
Here's how Financial Products is used in Personal Banker jobs:
  • Managed daily operations and generated business by selling financial products and services to potential and existing customers.
  • Analyzed customer requirements for all financial products and services.
  • Provided personal financial products: car loans, home loans, installment loans, credit cards, and insurance.
  • Meet monthly banking goals on sales of financial products at a rate of 95% and higher consistently.
  • Constructed and sold different financial products such as bank accounts, second mortgages and retirement accounts.
  • Generated new business traffic by going off-site and selling financial products to employees of local businesses.
  • Sell financial products including Credit Cards, CD's IRA's and Loans.
  • Acquire new business relationships through the sales of financial products and services.
  • Assisted clients in reaching their goals through financial products and solutions.
  • Exceeded required sales expectations in respect to financial products and services.
  • Market and sell financial products and suites to meet target quotas.
  • Offered appropriate financial products to guide customers to financial success.
  • Determine types of financial products suitable to clients.
  • Facilitated sales of financial products and services.
  • Sell financial products/ Cross sell products.
  • Educated clients on banks financial products.
  • Presented financial products and services to consumers and utilized communication skills to discover true financial needs.
  • Generated business and deepened relationships by selling products and services to potential and existing customers Sold financial products (e.g.
  • Sell financial products and services to consumer and business customer (ie.Checking, Saving, CD.
  • Bank of America Southlake, TX Personal Banker Responsible for offering and selling financial products and services (I.E.

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4 Financial Products Jobs

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11. Equity

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high Demand
Here's how Equity is used in Personal Banker jobs:
  • Ensured client retention by providing strategic investment recommendations based on evaluation of analyst reports covering fixed-income and equity investing.
  • Established and maintained excellent rapport with customers and clients such as Home Equity, Personal Loans, Mortgages and Credit Cards.
  • Cross sell and process asset applications such as credit cards, lines of credit, personal loans, and home equity.
  • Cross training in lending with a concentration in consumer loans, home equity lines of credit, and credit cards.
  • Produced $4,729,000 in Equity Line Sales production in the last four sales quarters while working in an In-Store branch.
  • Originated, presented and closed numerous types of loans such as home equity loans, car loans and secured loans.
  • Process and close Home Equity Loan, Home Equity Line of Credit, Auto Loan, and Personal Loan applications.
  • Retail lending (auto, personal, home equity loans, home equity lines and small business loans).
  • Experience with home refinance, home equity lines of credit, auto loans, and unsecured loans.
  • Originated and processed consumer loans (home equity loans and home equity lines of credit).
  • Assisted customers with the application and closing of refinance and home equity products.
  • Assisted with Personal Loan, Line of Credit, and Home Equity applications.
  • Closed car loans and home equity lines of credit with no errors.
  • Closed on average $500,000 in Home Equity Loan per year.
  • Process and close Home Equity, Auto and Personal loans.
  • Profile customers for mortgage apps and home equity apps.
  • Open Loans for Auto, Home Equity.
  • Coordinate Mortgage and Home Equity loans/lines.
  • Served as a Customer relations specialist and processed Auto, Home Equity and Unsecured loans Opened/Closed and serviced bank accounts.
  • Closed a wide range of loans that included home equity, c.d.

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12. Financial Services

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high Demand
Here's how Financial Services is used in Personal Banker jobs:
  • Recognized complex product and financial services opportunities and referred to appropriate sales partners.
  • Established and maintained individual and business relationships to provide assistance with financial services.
  • Offered a wide range of financial services to clients, originated, processed, closed & funded loans.
  • Provide a high level of financial services to bank customers in the branch and over the phone.
  • Determine customer's financial services needs and prepare proposals to sell services that address these needs.
  • Provide full range of financial services to clients based on evaluation of their financial needs.
  • Make outbound sales calls to inform customers about a wide variety of financial services solutions.
  • Assist with the financial requirements of individuals and businesses and provide advice and financial services.
  • Meet all customer needs and strive to be their primary financial services company.
  • Offer and sell financial services and products to consumer and small business customers.
  • Recommend financial services including checking, savings, credit and retirement accounts.
  • Assisted customer in selection of different accounts and financial services.
  • Demonstrate knowledge in financial services, product and solutions.
  • Marketed many products similar to the MetLife Financial Services.
  • Advised clients on financial services and resolved issues.
  • Served as expert in financial services.
  • Interviewed customers to obtain information and explained available financial services.
  • Processed new account transactions, assisting customers in their selection of various accounts and financial services.
  • Provide credit and financial services for customers who are looking to grow their businesses with Wellsfargo.
  • Assited customers in their selection of various accounts and financial services.

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137 Financial Services Jobs

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13. Small Business

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high Demand
Here's how Small Business is used in Personal Banker jobs:
  • Maintained and developed relationship with existing and prospected small business.
  • Work with small business clients to help them be more successful in the day to day operations of their company.
  • Work in the banking center and responsible for offering/selling financial products and services to both individual and small business customers/clients.
  • Played a key role as the Relationship Manager for small business and high value households to maximize sales opportunities.
  • Promoted within a very short time to Small Business Banker through business leadership, networking and sales initiatives.
  • Provide customer service to consumers, and small business customers in the branch, via telephone and email.
  • Schedule daily appointments for financial reviews and/or new account openings with consumers and small business owners.
  • Work with team members in the branch to identify and meet with Small Business clients.
  • Provided thoughtful and trustworthy customer solutions and financial options to consumer and small business clients.
  • Set up credit and debit card services and lines of credit for small business.
  • Assisted small business clients with all aspects of their business and personal accounts.
  • Networked within communities to find and attract new small businesses and investors.
  • Account acquisitions through outbound sales consisting of commercial and small business.
  • Sell consumer/small business banking products and services to clients/prospects.
  • Developed strategies to grow the small business client base.
  • Network with small businesses to build centers of influence.
  • Strengthen and develop new business with small business customers.
  • Increased branches portfolio with individuals and small businesses.
  • Manage both personal and small business client portfolios.
  • Cultivated partnerships with specialist areas such as Financial Advisors, Small Business and Private Banking to obtain and provide qualified referrals.

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466 Small Business Jobs

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14. ATM

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high Demand
Here's how ATM is used in Personal Banker jobs:
  • Specialize in professional treatment, taking ownership and imitative in resolving complex customer account/service issues.
  • Check and balance safe deposits, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop.
  • Conduct Teller drawer, ATM and Vault Balancing; provide outstanding customer service to all bank customers.
  • Assisted staff with daily operations of branch such as ATM loading and dual control process.
  • Collect information about conditions and treatment plans from caregivers, nurses and doctors.
  • Assisted branch manager with daily settlement of ATM and non-monetary logs.
  • Process daily vault and ATM audits with 0 error rate.
  • Balanced daily teller window, vault, and ATM.
  • Proof and settle vault and ATM according to procedures.
  • Exceed sales and professional goals in a competitive atmosphere.
  • Conducted teller drawer, ATM and Vault Balancing.
  • Automated Teller Machine (ATM) Custodian.
  • Balance the vault, tellers and ATM, order money for the branch.
  • Balanced cash draw, ATM, and branch daily.
  • Assisted in monthly bank audits of Vault, ATM, Travelers Cheques, and office security such as keys and combos.
  • Make sure cash drawer, Atm, coin machine, cash vault were all in compliance with rules and regulations.
  • Assist customers with withdrawals, deposits, opened new accounts * Conduct Teller drawer, ATM and Vault Balancing.
  • Performed safe deposits, merchant/vault, atm processing, bonds, gift cards, and foreign currency tasks.
  • Provided "simply the best" customer service by personalizing each customer interaction and creating a welcoming atmosphere.
  • Run daily reports and balances two ATM machine daily.

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3 ATM Jobs

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15. Cross-Sell

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average Demand
Here's how Cross-Sell is used in Personal Banker jobs:
  • Managed customer portfolio, and serviced relationships while cross-selling products and services.
  • Developed new business through telemarketing, cross-selling, and relationship building.
  • Recognized and referred cross-sell opportunities and performed daily/weekly sales reporting.
  • Proliferated customer rapport and enacted on cross-selling opportunities.
  • Open deposit accounts, take loan applications, respond to customer inquires, resolve issues, recognize and refer cross-sell opportunities.
  • Managed customer accounts and analysis possible opportunities for different cross-sells for products and services, which help them, succeed financially.
  • Assisted customers in their selection of various accounts and financial services and cross-selling the Bank's products and services.
  • Experience in direct customer service and sales skills in acquiring and cross-selling new accounts from walk-in and referral sources.
  • Manage customer portfolios, service relationships, and cross-sell all products and services to meet client needs.
  • Motivate, coach, and train tellers to cross-sell products and services to existing and non-customers.
  • Probe within customer database for needs and opportunities to cross-sell to other business segments.
  • Identify and make referrals, recommend financial options, cross-sell bank services and products.
  • Used profiling analysis tools to identify cross-sell opportunities and make outbound sales calls.
  • Profile customers to determine their needs, then cross-selling appropriate products and services.
  • Discover and recommend solutions, cross-sell retail / small business products and services.
  • Identify opportunities for cross-selling and offer services according to customers' needs.
  • Identified financial needs of customers and cross-sell Citibank products and services.
  • Increased sales by cross-selling bank products and services.
  • Researched targeted clients to cross-sell services and products.
  • Solicited new accounts and cross-sells products and services.

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16. Client Relationships

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Here's how Client Relationships is used in Personal Banker jobs:
  • Strengthen existing client relationships through effective use of profiling and relationship building.
  • Develop new and strengthen/expand existing personal and business client relationships.
  • Maintained and enhanced client relationships through excellent customer service.
  • Strengthen and establish client relationships through excellent customer service.
  • Cultivated and managed new and existing client relationships.
  • Developed and maintained strong client relationships.
  • Established and maintained strategic, long lasting client relationships in order to leverage optimal business and achieve client and branch goals.
  • Developed new client relationships from referrals and made referrals to Investment Representatives, Commercial Bankers and Mortgage Bankers as appropriate.
  • Acquire, retain and expand new and existing client relationships by profiling their needs, making recommendations and completing sales.
  • Generate sales revenue through deepening client relationships through exploring and matching client needs with specific solutions that benefit them.
  • Meet or exceed sales goals by using effective sales and telephone techniques to solidify and build client relationships.
  • Cultivate and manage new and existing client relationships of high net worth individuals and their businesses.
  • Utilize Knowledge of bank products to establish and expand client relationships.
  • Focus on build lasting client relationships in person or by phone.
  • Utilized effective sales and telephone techniques to build client relationships.
  • Established new client relationships and handle outbound outreach.
  • Maintain & Strengthen client relationships.
  • Engaged in outbound sales activities and acquiring new business Successfully deepened and retained client relationships.
  • Provided consistently superior service to ensure continued satisfaction and forge solid, long-term client relationships.
  • Developed client relationships and earned reputation for exceeding sales goals.

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8 Client Relationships Jobs

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17. Outbound Calls

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average Demand
Here's how Outbound Calls is used in Personal Banker jobs:
  • Lead community outreach efforts through visiting local businesses, making outbound calls to existing customers and participating in community events.
  • Initiated outbound calls seeking new business around local community.
  • Performed outbound calls to confirm customer information.
  • Maintain a system follow-up by mail, telephone or outbound calls with new and existing customer to generate additional business.
  • Placed outbound calls to build rapport with new and existing customers to promote customer retention and earn new business.
  • Manage customer portfolio, services relationships and cross-sell all products and services along with outbound calls.
  • Create sales opportunities with existing and potential customers by face to face interactions and outbound calls.
  • Conduct outbound calls by using referral sources, walk-in sources, telephone or in-person calls.
  • Gained new customers through outbound calls (in-person and Telephone) and partner referrals.
  • Make outbound calls to business prospects to schedule appointments for branch manager.
  • Gain new customers through outbound calls (in person and phone).
  • Reach out into the community by visiting businesses, make outbound calls.
  • Completed daily outbound calls, up to 3 hours per day.
  • Conducted outbound calls for service and additional sale opportunities.
  • Provide outbound calling for follow-ups and sales outbound calls
  • Make outbound calls to customers from teller referrals.
  • Accustomed to making outbound calls to generate sales
  • Executed sales strategies including outbound calls.
  • Perform inbound and outbound calls.
  • Deliver solutions utilizing customer needs Participate in community involvement marketing efforts Generate sales with outbound calls and follow ups

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1 Outbound Calls Jobs

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18. Customer Accounts

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average Demand
Here's how Customer Accounts is used in Personal Banker jobs:
  • Monitored customer accounts for large balance fluctuations and uphold anti-money laundering laws.
  • Answered inquires about customer accounts and assisted customer with account maintenance.
  • Managed customer accounts and promoted accounts to potential new customers
  • Resolved customer overdraft issues and reconciled customer accounts.
  • Opened new customer accounts, including checking, savings, CD's, IRA's and lines of credit.
  • Created and maintained customer accounts, loans, wire transfers, and online accounts.
  • Established new customer accounts including checking savings, line of credit and loans.
  • Opened and managed customer accounts as well as cross sell new products.
  • Manage and set up new customer accounts while exceeding monthly sales goals.
  • Provided customer service to address any issues with customer accounts.
  • Updated customer accounts and information on a daily basis.
  • Handle questions and resolve issues with customer accounts.
  • Create and maintain diverse customer accounts.
  • Balance and maintains the customer accounts.
  • Examine daily reports in detail to assure operational accuracy -Maintain detailed records of customer accounts and transactions.
  • Update and close customer accounts; resolve customer complaints; consolidate customer service; utilize communication skills.
  • Build and maintain business relationships with new customers Manage existing customer accounts Ensure quality customer service and customer anonymity
  • Established new customer accounts Assembled in-store marketing displays Trained employees on company operation.
  • Open and close customer accounts and CDs Balance teller station and branch vault
  • Cash Handling Acquiring new customer accounts Loan processing

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2 Customer Accounts Jobs

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19. Customer Portfolio

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Here's how Customer Portfolio is used in Personal Banker jobs:
  • Managed customer portfolios, serviced personal and business relationships and cross-sold all products and services.
  • Manage customer portfolios, serviced relationships, interacted with customer to establish financial needs.
  • Managed customer portfolios and relationships to fulfill and exceed customer satisfaction.
  • Manage a premier/excellent household customer portfolio.
  • Managed premier customer portfolios and products.
  • Managed customer portfolio and serviced relationships.
  • Managed customer portfolio, services relationships and cross-sells all products, services along with building long term relationships with the customers.
  • Provided service to branch customers by developing the customer portfolio, providing an excellent customer service and, details oriented.
  • Managed customer portfolio, serviced relationships, and cross-sold financial products to acquire 100% of the customer's business.
  • Manage customer portfolios, review and service relationships, cross-sell all products and services to increase portfolio revenue.
  • Manage customer portfolio, services relationships and cross-sells all products and services to expand customer s relationship.
  • Managed customer portfolios, serviced their relationships and cross-sold all products and services for their financial needs.
  • Managed customer portfolio, service relationships and cross-sells all products and services that Wells Fargo offers.
  • Managed customer portfolios, service relationships, and responsible for cross-sell all products and services.
  • Managed customer portfolio, serviced bank relationships, and cross-sold financial products.
  • Analyze customer portfolios to determine other bank products that could benefit them.
  • Managed customer portfolios and cross-sold products and services.
  • Developed, produced and analyzed financial statements Managed customer portfolios, services relationships and cross-sell products and services.
  • Manage customer portfolio and generate sales through outbound calls and community off sites.
  • manage customer portfolios, service customer relationships, and offer products and services based on your customers needs.

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6 Customer Portfolio Jobs

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20. Financial Goals

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Here's how Financial Goals is used in Personal Banker jobs:
  • Engage Clients in conversations to conduct detailed financial reviews, suggesting products and services that will meet their financial goals.
  • Exceeded goals consistently by guiding customers to effective solutions, uncovering their priorities and helping them reach their financial goals.
  • Set appointments and meet with clients to determine financial goals, recommend services to help meet those needs.
  • Conducted detailed client financial reviews and suggested appropriate products and services to meet and exceed their financial goals.
  • Provided clients with the tools, information, and benefits to assist them in attaining their financial goals.
  • Coach clients towards meeting their financial goals by opening and closing personal as well as business accounts.
  • Gather financial information and devise a plan to help achieve financial goals or resolve financial problems.
  • Developed relationships with new and existing customers to better serve their current and future financial goals.
  • Deliver focused service to clients in order to assist them with achieving their financial goals.
  • Provided financial consulting to new and existing customers and assessed their long term financial goals.
  • Provide financial education; cross sell consumer products and services to meet customer financial goals
  • Create a plan to achieve financial goals from the products and services offered.
  • Assisted consumers in optimizing their banking relationship to fit their financial goals.
  • Improved the lives of customers by helping them achieve their financial goals.
  • Initiate partner referrals that meet the customer s needs and financial goals.
  • Recommend products and services to help customers reach their financial goals.
  • Provide advice and guidance for clients to achieve their financial goals.
  • Provide service to clients while assisting to reach their financial goals.
  • Work with clients to develop long term investment/financial goals.
  • Advised clients on how to achieve their financial goals.

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200 Financial Goals Jobs

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21. Savings Accounts

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Here's how Savings Accounts is used in Personal Banker jobs:
  • Provided business customers with financial advice regarding business checking/savings accounts and business lines of credit.
  • Accomplished and obtained financial center service goals, which included checking and savings accounts, credit cards, and investment services.
  • Process credit cards applications, checking accounts, savings accounts, loan applications, direct deposit and online banking.
  • Assist clients over the phone with checking, savings accounts, personal loans, investments and home equities.
  • Opened checking and savings accounts, home equity loans, home equity line of credits and personal loans.
  • Achieved 100% of goal with loans and investment referrals while opening new checking and savings accounts.
  • Help branch meet monthly sales objective of new checking and savings accounts, and convenience products.
  • Processed all new Checking and Savings accounts, Credit Cards, Loans and Lines of Credit.
  • Implemented various sales campaigns to secure personal and small business checking and savings accounts.
  • Open checking/savings accounts, credit cards, loans/ line of credits, investments.
  • Obtain and process information required for the opening of checking and savings accounts.
  • Answer inquiries regarding checking and savings accounts and other bank related products.
  • Completed over 100% of sales goals for checking and savings accounts.
  • Managed customer service including checking/savings accounts, consumer loans and CD/IRA's.
  • Open savings accounts and checking accounts, credit card and loans.
  • Opened new checking and savings accounts for customers.
  • Assist customers with checking and savings accounts.
  • Open new checking/savings accounts for customers.
  • Opened checking and savings accounts as well as Certificates of Deposit (CDs).
  • Open checking and savings accounts, CDs, and IRAs.

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34 Savings Accounts Jobs

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22. Business Partners

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Here's how Business Partners is used in Personal Banker jobs:
  • Gathered and analyzed data to refer customers to Specialists and Business Partners.
  • Develop and maintain relationships with business partners to increase cross-sell opportunities.
  • Developed and maintained relationships with business partners to maximize sales opportunities.
  • Referred opportunities to business partners where appropriate.
  • Provide quality referrals to business partners.
  • Achieved branch goals by profiling customers and referring appropriate opportunities (investments, mortgage, and loans) to business partners.
  • Partner with line of business partners and teammates to develop new and expand existing mass affluent and business client relationships.
  • Increase sales by closely working with tellers, lead tellers and build close relationships with other Wells Fargo business partners.
  • Establish close relationships with various business partners to ensure that goals are met for each line of business.
  • Refer clients to business partners: Investment, Private Banking, Insurance, Business Banking, Mortgage, SBA
  • Work with business partners to help clients meet all of their personal and business financial goals.
  • Partner up with internal business partners and ensure clients specialized financial needs were covered.
  • Coach team members to develop sales opportunities and refer clients to designated business partners.
  • Established close working relationship with all Business Partners and referred clients when appropriate.
  • Utilized business partners to create team approach for cross selling nontraditional bank products.
  • Refer to other line of business partners for additional business growth opportunities.
  • Introduce and provide leads of potential clients to business partners.
  • Skilled in leadership and assertiveness Build relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
  • Worked closely with line of business partners (mortgage reps, financial advisors, insurance agents.)
  • Assessed client need and engage business partners to deliver the right solutions for customer financial success.

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23. New Clients

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Here's how New Clients is used in Personal Banker jobs:
  • Work with existing and new clients by providing financial portfolio analysis and recommendations, account management and customer service.
  • Generate new business identify additional opportunities for existing and new clients through outbound calling.
  • Developed and implemented promotional strategies that were successful in attracting new clients.
  • Generate new clients through networking and cold calls, and well as increase revenue through upgrading or modifying current clients.
  • Maintained customers' accounts while obtaining new clients and balanced both morning and at night with 100% accuracy.
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Exceeded sales quota by acquiring 60 new clients, 120 accounts, and closing 300 products per quarter
  • Meet with current clients and look for new clients to bring additional business to the bank.
  • Acquired new clients through prospecting and deepened relationships with existing clients using needs assessment process.
  • Averaged 10 new clients per month and increased deposit growth by 7%.
  • Played a significant role in attracting new clients through diligent networking.
  • Make presentations on financial services to groups to attract new clients.
  • Conducted presentations, networking with outside businesses to attract new clients.
  • Provided disclosures and product information to all new clients as requested.
  • Managed information booths at events in order to attract new clients.
  • Conduct KYC and Enhanced Due Diligence when boarding new clients.
  • Opened personal and business accounts for new clients.
  • Generated new accounts for new clients.
  • Opened accounts for new clients.
  • Gain new clients and businesses.

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1 New Clients Jobs

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24. Credit Services

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Here's how Credit Services is used in Personal Banker jobs:
  • Provided financial and credit services to customers including consumer and business financial products.
  • Provided financial and credit services with company partners to maximize sales opportunities.
  • Provided a broad base of financial and credit services to customers and consulted with them on their financial needs and goals.
  • Provide broad base of financial and credit services with the goals of acquiring 100% of the customers' business.
  • Provided financial and credit services to customers, including checking/savings accounts, home equity and personal loans.
  • Provided a broad base of financial and credit services, exceeding profit goal by 5%.
  • Manage customer portfolio, service relationship and cross sell all financial products and credit services.
  • Manage customer portfolio, service relationships and provide broad base of financial and credit services.
  • Provide broad base of financial and credit services to help customers achieve financial goals.
  • Resolved and educated customers on fee schedules, deposit accounts and credit services.
  • Provide financial and credit services to customers processing loans and credit card applications.
  • Managed client service relationships and cross-sold financial and credit services.
  • Sell all products and financial and credit services offered.
  • Provided a broad base of financial and credit services.
  • Offered customers a broad range of financial/credit services.
  • Provided financial and credit services to customers.
  • Worked as a financial advisor to cross-sell products and credit services while staying in compliant with all banking and federal regulations.
  • Provide broad base of financial and credit services with the goals of helping our customers succeed financially.
  • Provided financial & credit services to customers, including consumer checking/savings, HELOCs and personal loans.
  • Presented broad base of financial and credit services through developing relationships with Wells Fargo partners.

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25. Loan Portfolio

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Here's how Loan Portfolio is used in Personal Banker jobs:
  • Originated and submitted residential, consumer and installment loan portfolios to underwriters for approval; coordinated loan processing and closings.
  • Managed loan portfolio and documentation.
  • Lead marketing initiative for home mortgage loan acquisition resulting in a $1.6 million increase in branch loan portfolio.
  • Manage loan portfolio, performs Escrow Analysis, process Escrow Disbursements, input new loans on the system.
  • Have grown and manage $11 million in deposit portfolio and $4 million in loan portfolio.
  • Excelled in customer service and assistance Responsible for account production and credit sales Built and maintained loan portfolio
  • Be responsible for credit quality and maintenance of loan portfolio within guidelines set by bank policy.
  • Implement sales tactics to grow the deposit and loan portfolio of the banking center.
  • Managed a loan portfolio of approximately 650 loans totaling over 13 million dollars.
  • Analyze credit worthiness, while expanding loan portfolios and managing retention of accounts.
  • Increased and managed loan portfolio by using strong communication skills and referrals.
  • Managed a loan portfolio for appropriate risk ratings.
  • Worked with Mortgage Bankers to increase loan portfolios.
  • Increased commercial loan portfolio through networking and events.
  • Manage customer deposit and loan portfolio.
  • Analyzed loan portfolio to determine risk.
  • Recruited to grow the depository account and loan portfolio of the first high profile Denovo Banking Store in Charlotte, NC.
  • Solicited, underwrote, coordinated, and managed consumer loan portfolios while adhering to all state and regulatory compliance requirements.
  • Accepted and refused lines of credit Directed an assigned loan portfolio and associated client relationships following the banks credit policy.
  • Achieved yearly sales goals by effectively selling Bank products that either increased the Bank's deposit and/or loan portfolio.

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26. Wire Transfers

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Here's how Wire Transfers is used in Personal Banker jobs:
  • Authorized to complete wire transfers domestics and international.
  • Initiate wire transfers including domestic and international.
  • Prepare domestic and international wire transfers.
  • Promoted to Personal Banking Rep after first year of employment, designated to handle new accounts and wire transfers.
  • Process a variety of financial transactions including loan payments, wire transfers, foreign currency orders, etc.
  • Review and approve all high dollar deposits and wire transfers for tellers and other bankers.
  • Assist customers with wire transfers, whether individual, state or to different countries.
  • Approved certified checks and wire transfers; Authorized exceptions for questionable transactions where appropriate.
  • Transacted outgoing wire transfers and notified clients of incoming wire transfers.
  • Created wire transfers for clients and approved as well for staff.
  • Processed wire transfers for different types of accounts and regions.
  • Executed wire transfers, stop payments and account transfers.
  • Responded to written and telephone requests for wire transfers.
  • Executed wire transfers, loan, and TTL payments.
  • Prepared and execute all wire transfers through the database.
  • Drafted the necessary documentation to order wire transfers.
  • Performed domestic and international wire transfers for clients.
  • Execute wire transfers of funds.
  • Serviced customer inquiries, safety deposit box needs, stop payments, and disputes, wire transfers, etc.
  • Wire Transfers; international as well .Shipping and receiving large sums of currency from the Federal Reserve, ATM reconciliation and management

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32 Wire Transfers Jobs

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27. Personal Loans

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Here's how Personal Loans is used in Personal Banker jobs:
  • Provided expert financial advice personal loans.
  • Originated the generation and closing of home loans/lines, personal loans/lines, business loans/lines, auto loans, and boat loans.
  • Assisted in the processing of loan application (Vehicles, Home Equity, Mortgage, Consolidation/Personal loans)
  • Process Home Equity Loans, Personal Loans, Credit Cards, and Auto Loan Applications.
  • Grant and process personal loans; Open and allow access to safety deposit boxes.
  • Experience closing home, auto, and personal loans and lines of credit.
  • Provided expert financial advice on mortgage, educational and personal loans.
  • Process loan applications for automobiles, credit cards and personal loans.
  • Advised clients on mortgage, educational and personal loans.
  • Complete loan closings for personal loans and home equities.
  • Processed Applications for all home and personal loans.
  • Help client's with business/personal loans and credit needs
  • Sell retail bank products including personal loans.
  • Process applications for business and personal loans.
  • Processed and approved personal loans.
  • Opened and closed savings and checking accounts; processed loan applications for personal loans and home equity loans; provided customer service
  • Analyzed financial statements and pertinent information to determine creditworthiness of clients for personal loans, home equites and mortgages.
  • Assist customers with account maintenance, financial planning, home lending, personal loans, and credit card applications.
  • Major Contributions Soled consumer banking products such as credit cards, IRA's and business and personal loans.
  • Opened Personal Accounts Processed Personal Loans Graduated from the Business Banker Training.

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4 Personal Loans Jobs

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28. Account Maintenance

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Here's how Account Maintenance is used in Personal Banker jobs:
  • Build customer relationship and acquire new consumer products -Provide customer service -Consumer and Business account maintenance -Promoted from teller to personal banker
  • Performed account maintenance by effectively communicating with upper-level management to investigate and resolve complex discrepancies.
  • Acquired and retained customer relationships, while ensuring quality customer service and account maintenance.
  • Skilled in optimizing sales opportunities while performing routine and complex account maintenance.
  • Perform account maintenance activities requested by clients and management.
  • Manage customer portfolios and provide regular account maintenance.
  • Performed account maintenance on existing customer accounts.
  • Serviced customer accounts through general account maintenance, service calls, reviewed statements, met productivity goals.
  • Open new accounts, take, process and close loan applications, perform account maintenance.
  • Prepare bank for daily functions, customer service, account maintenance and financial management
  • Opened and conducted daily account maintenance for business and retail clients.
  • Open new accounts, perform account maintenance and customer service.
  • Account maintenance, problem solving, and complaint resolution.
  • Provide account maintenance on our branches 300 accounts.
  • Assisted clientele with banking inquiries and account maintenance.
  • Assist customers with account maintenance and changes.
  • Opened Accounts and performed account maintenance.
  • Provided exemplary interpersonal and analytical abilities, high quality customer service and conveniences handling routine and complex account maintenance.
  • Provided bank services such as deposits, check cashing, cashier's checks - Account acquisition and account maintenance
  • Performed the daily printing / balancing of workstation entries and general account maintenance.

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71 Account Maintenance Jobs

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29. Notary

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Here's how Notary is used in Personal Banker jobs:
  • Performed various services such as official bank document preparation, account maintenance and official notary services.
  • Offered notary services, financial literacy and business support.
  • Reviewed and performed notary service as required.
  • Perform Notary documentation to our customer.
  • Licensed Notary training and certificate.
  • Ensured customers received great customer service, preformed inbound and outbound calls, a notary along with safe certified.
  • Fulfilled role as an impartial agent of the State of MO via public notary services.
  • Trusted with high cash-limit authority and additional duties as a branch opener/closer and Notary Public.
  • Bonded and Licensed Notary Public, through completion of background check, including fingerprinting.
  • Provide notary services to existing clients including mortgage loan and equity line signings.
  • Bonded in both Utah and Colorado and current Notary.
  • Obtained 6 and 63 securities licenses and Notary.
  • Performed Notary Public duties as needed.
  • State of Texas Notary Public Commission.
  • Serve as a public notary.
  • Provide notary service to members.
  • Mortgage Licensing Act of 2008 Nationwide Mortgage Licensing System (NMLS) #102451 - Notary #7017393 - Medallion Guarantee
  • Referred $950,000 to Wells Fargo Private Bank State of Texas Notary Public Commission.
  • Generate positive results by focusing on customer service and daily goals Achieved Sales Goals Quarterly Notary Public ACTIVITIES AND HONORS
  • STILL EMPLOYED Customer Service Follow Up calls On Customer Making Appointments Notary Sales Incoming and outgoing documents Prepare team members with audit

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30. Broad Base

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Here's how Broad Base is used in Personal Banker jobs:
  • Provided broad base of services, including deposit-based, credit, investments, while meeting 100% of monthly sales goal.
  • Provide broad base of financial and credit services with the goal of improving clients overall financial profile.
  • Processed opening and closing of varying products and provided a broad base of credit and account services.
  • Provide broad base of services to achieve goal of acquiring 100% of the clients' business.
  • Offered broad base of financial and credit services to my clients based on their specific needs.
  • Provide broad base of services, including deposit-based, credit, investment and fee-based products.
  • Manage multiple customer profiles while providing a broad base of financial and credit solutions.
  • Provide broad base of financial and credit services through accurate assessment of client needs.
  • Provided broad base of financial and credit services to exceed 100 percent of goal.
  • Provided broad base of financial and insurance products, earning 100% of business.
  • Provide a broad base of financial and credit services to customers and small businesses.
  • Provide broad base of financial and credit services that meet customer's business.
  • Provide a broad base of business deposit and business credit solutions.
  • Present a broad base of financial and credit knowledge to customers.
  • Managed and maintained customer relationship and crossed sell products Provided broad based financial and credit services to consumers and businesses.
  • Provided broad based financial and credit solutions with a goal of obtaining 100% of client's financial business.
  • Maintained knowledge of a broad base of financial and credit services to develop and maintain relationships with each customer.
  • Provide broad base of financial/credit services with the goals of acquiring all of the customers' business.
  • Mastered clients financial and credit needs to provide a broad base of services.
  • Provide broad base financials on credit service with girls off 100% acquisition.

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31. Financial Solutions

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Here's how Financial Solutions is used in Personal Banker jobs:
  • Use effective communication skills during consultative conversations to uncover client s needs and provide customized financial solutions.
  • Conducted in depth customer needs assessment and recommended financial solutions including debt consolidation and loan restructuring.
  • Provide superior service while recommending financial solutions to new and existing consumer and business customers.
  • Build and manage customer portfolios, providing financial solutions and providing excellent customer service.
  • Provided financial solutions for loans (auto/home/personal) and investment options.
  • Collaborated with bank partners to provide end-to-end financial solutions for customers.
  • Provide personal and business financial solutions to our banking customers.
  • Implemented financial solutions based on suitability and performance.
  • Offered policy-compliant financial solutions to customers.
  • Prospect for new accounts, and other financial solutions in the branch, over the phone, and at on-site events.
  • Provide financial solutions that meet client needs such as deposit, credit and including all product and service lines.
  • Provided financial solutions to customers ranging from deposit and credit accounts to loans and investment products.
  • Provided financial solutions to include deposit products, loans, mortgages, and investment referrals.
  • Seek the right financial solutions to help customers with large expenses, such as education
  • Listen to customers needs and match their needs with financial solutions for them.
  • Assisted customer with financial inquiries as well providing them with financial solutions.
  • Offered the right financial solutions to help customers with large expenses.
  • Provide financial solutions that meet client needs based on needs assessment.
  • Offer financial solutions for customers long and short term goals.
  • Consult clients to assess and develop strategic financial solutions.

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32. Product Knowledge

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Here's how Product Knowledge is used in Personal Banker jobs:
  • Promoted bank products to customers while demonstrating superior product knowledge.
  • Maintain accurate product knowledge and make appropriate referrals/recommendations to clients.
  • Dedicated to continuously improving sales abilities & product knowledge.
  • Shared product knowledge with customers while making personal recommendations.
  • Served as a leader and coach to other co-workers to help them increase sales and improve product knowledge.
  • Provide consistent coaching to fellow team members with bank regulations, audit; and product knowledge.
  • Focus on retention and expansion of current client base through product knowledge and cross selling capabilities.
  • Handle opening and closing accounts, building business relationships with clients, sharing product knowledge.
  • Participated in on- going training in product knowledge and procedures to maintain optimum client experience.
  • Support and provide product knowledge and services to retail customers on as needed base.
  • Provide guidance to associates on product knowledge by monitoring new product and services.
  • Leverage in-depth product knowledge to deepen client relations while providing excellent client experience.
  • Leverage in-depth product knowledge to assist the bank in meeting its goals.
  • Demonstrated product knowledge to match customer needs with appropriate products and services.
  • Advanced and informed professional knowledge of sales techniques and product knowledge.
  • Used financial savvy and product knowledge to recommend solutions.
  • Learned, referenced and applied product knowledge information.
  • Train and stay current on product knowledge.
  • Coached tellers on product knowledge.
  • Helped drive sales goals to acheive monthly quotas Learned and applied product knowledge information Operated a cash drawer daily.

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33. Potential Customers

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Here's how Potential Customers is used in Personal Banker jobs:
  • Cultivate relationships with existing and potential customers through thorough customer service and the promotion of fee-based services.
  • Participated in community events and used the opportunity to solicit and market to potential customers.
  • Worked and referred potential customers to investment and lending specialized teams.
  • Educated customers and/or potential customers about bank products and services.
  • Delivered informational sales presentations to potential customers.
  • Establish, develop, Retain, and deepen long-term relationships with current and Potential customers in the community.
  • Established, developed and retained long-term relationships with current and potential customers growing business by 30%.
  • Establish develop, retain, and deepen long term relationships with current and potential customers.
  • Promoted products and services offered by the bank to existing and potential customers.
  • Influence customers and potential customers through the marketing of bank products and services.
  • Follow up on all sales leads to acquire new business from potential customers.
  • Opened deposit accounts and processed loan applications for new and potential customers.
  • Established, expanded, and retained relationships with current and potential customers.
  • Promote retail banking products and services for current and potential customers.
  • Perform follow up calls with current and potential customers.
  • Greet customers passing by and new/ potential customers.
  • Make outbound calls to existing and potential customers.
  • Identified potential customers in the market.
  • Establish, deepen and retain long term relationships with current customers and potential customers to help meet sales goals.
  • Set up I.R.A s for Our customers future, also pursued future potential customers for new Accounts, By phone.

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59 Potential Customers Jobs

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34. Phone Calls

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Here's how Phone Calls is used in Personal Banker jobs:
  • Accepted escalated phone calls that demanded supervisory handling to expedite resolutions that required a working knowledge of all aspects.
  • Answered phone calls and assisted customers if I could, or referred them to a higher qualified Personal Banker for assistance.
  • Assist teller line by conducting basic transactions such as deposits, withdrawals, loan payments, and answer phone calls.
  • Reach out into the community by placing outbound phone calls to existing and non - existing customers and visit businesses.
  • Greet and direct customers, answer and direct phone calls, send faxes, answer CD questions.
  • Tasked with answering incoming customer phone calls and answering questions regarding accounts, deposits and customer issues.
  • Make phone calls daily, setting appointments, seeking ways to deepen client relationships.
  • Promoted bank's services internally, handled phone calls and drafted mailings.
  • Make phone calls to customers, to remind them of their payment.
  • Make outbound phone calls daily to prospects to increase product sales.
  • Answer phone calls and greet customers that walk into the branch.
  • Conducted phone calls regarding overdrafts, seeking to bring them current.
  • Make outbound phone calls to customer about products and promotions.
  • Answer phone calls that are received by the branch.
  • Represent Wells Fargo in a professional manner while handling telephone calls, customers transactions, travel and fellow co-workers.
  • Answer phone calls that are received by the branch * Insured proper cash was available in teller drawers.
  • Greet clients, staff and answer phone calls in a professional manner.
  • Answered customer telephone calls promptly and in an appropriate manner.
  • open accounts greet customers, answer phone calls
  • answer phone calls provide great customer service give knowledge on how to build credit take loan/credit card applications used different computer systems

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35. Monetary Transactions

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Here's how Monetary Transactions is used in Personal Banker jobs:
  • Provided great customer service through processing monetary transactions accurately and efficiently, answering customer questions.
  • Performed monetary transactions while cross-selling appropriate banking solutions for individual and commercial clients.
  • Balanced cash drawers and maintained consistent accuracy in all monetary transactions.
  • Processed all monetary transactions and actively sold bank services.
  • Performed non-monetary transactions for customers as needed.
  • Provided monetary transactions on a daily basis.
  • Processed a variety of monetary transactions.
  • Assist customers with monetary transactions.
  • Assisted customers with deposit issues, account fraud, stop payments, wire transfers, and large monetary transactions.
  • Opened new accounts and processed loan applications and monetary transactions and balanced a cash drawer daily.
  • Operated a cash can, (register) and conducted monetary transactions efficiently.
  • Maintain cash vault, perform dual control operations, and conduct monetary transactions.
  • Conducted daily monetary transactions in excess of $10,000.
  • Handled monetary transactions, audits, and disputes.
  • Perform monetary transactions through computer banking software.
  • Provided excellent service to customers and assisted with monetary transactions in the front teller line as well as the drive thru.
  • Used 10 key processes to monetary transactions Complied with all banking and federal regulations
  • Provide excellent service to customers and assistance Handled monetary transactions and took payments Aided in servicing of loans and branch management
  • Open Accounts and offer services customers might need Make monetary transactions accurately Give financial Advice to Customers
  • Process all monetary transactions for customers Maintain all logs Open accounts for customers All other duties required by Banking Center Manager

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36. Account Types

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Here's how Account Types is used in Personal Banker jobs:
  • Opened, closed, and maintained all account types; assisted customers in their selection of various accounts and financial services.
  • Provide professional banking services which include but are not limited to depositing money, withdrawals, setting up multiple account types.
  • Cross selling the Bank's products and services through opening, maintaining and closing of all account types.
  • Assist customers with opening accounts and ensuring they are in the appropriate account types for their situation.
  • Helped customers achieve financial goals through lending, depository investments, and choosing proper account types.
  • Manage branch administrative duties with respect to opening, maintaining and closing of all account types.
  • Assist customers by advising them on various account types suited to their individual needs.
  • Probed to find potential opportunities with other account types as well as loan opportunities.
  • Handled the opening, maintenance, and closing of all bank account types.
  • Opened, maintained and closed all account types while performing branch clerical duties.
  • Opened and closed all account types, cross sold banking products.
  • Informed customers about various account types and benefits of each.
  • Informed individuals and small business owners about various account types.
  • Opened, maintained, and closed of all account types.
  • Assist with closing and opening accounts or changing account types.
  • Open, perform maintenance and close all account types.
  • Opened, closed, and serviced multiple account types: checking, saving, IRA, CD, etc.
  • Opened, maintained, and closed all account types (checking, savings, certificate of deposits, loans, etc.
  • Provide customer service in regards to any information relating to account types, banking products and additional services.
  • Opened, maintained and closed of all account types * Sold financial products (e.g.

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37. Analysis Tools

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Here's how Analysis Tools is used in Personal Banker jobs:
  • Identify sales opportunities with clients through consultative financial conversations and utilized profiling analysis tools to identify cross selling opportunities.
  • Developed client accounts and used profiling analysis tools to identify cross-selling opportunities to increase sales.
  • Used profiling analysis tools to identify cross sell opportunities and make informed recommendations.
  • Maximize sales by using profiling analysis tools to identify cross sell opportunities.
  • Identified cross-sell opportunities from making outbound calls and customer analysis tools.
  • Used profiling analysis tools to identify customer needs and sales opportunities.
  • Utilize profiling analysis tools to identify cross sell opportunities.
  • Capitalized on cross-sell opportunities via profiling analysis tools.
  • Used profiling analysis tools to identify cross-sell opportunities.
  • Utilized profiling analysis tools to identify referral partner opportunities to maximize the client's relationship and loyalty to Wells Fargo.
  • Used profiling analysis tools to identify cross sell opportunities and made outbound sales calls to increase product sales.
  • Reduced bad loans by 30% through the implementation of new standardized credit evaluation processes and analysis tools.
  • Performed cross sell bank services and products, and profiled analysis tools to identify cross sell opportunities.
  • Utilized profiling analysis tools and marketing strategies to identify cross sell opportunities when making outbound sales calls.
  • Worked with Wells Fargo partners to maximize sales opportunities while using profile analysis tools.
  • Use profile analysis tools to cross sell and achieve sales standards.
  • Use profiling analysis tools to identify client needs to.
  • Used analysis tools to identify cross sell opportunities.
  • Manage profiling analysis tools to identify new business prospects Assist the local Hispanic community to fulfill their financial needs.
  • Handled cash transactions Used profiling analysis tools to identify cross sell opportunities and made outbound sales.

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38. Credit Reports

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Here's how Credit Reports is used in Personal Banker jobs:
  • Documented financial needs assessments via analysis of client assets Analyzed consumer credit reports with clients to make customized recommendations
  • Credit management and debt consolidation experience - review credit reports and credit/debt management counseling for customers.
  • Orchestrated new loan opportunities by mining credit reports, communicating marketing promotions and bundling products.
  • Analyzed credit reports and researched employment history to determine credit worthiness.
  • Analyzed credit reports and loan documentation to determine loan eligibility.
  • Consolidated debt by analyzing credit reports.
  • Process documents, such as cash balancing reports, customer reports, credit reports, performance reports, and sales reports.
  • Analyzed clients credit reports and financial statements to guide them in the direction that would best help them achieve their goals.
  • Determine consumer loans specific to client s needs and market accordingly; interpret 3-4 credit reports per week for clients.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Review and interpret appraisal reports, tax returns, credit reports, and other supporting documentation.
  • Packaged loan files after closing; posted payments, and prepared credit reports and/or purchase contracts.
  • Collaborate with loan / credit department to review and analyze credit worthiness and credit reports.
  • Analyzed financial statements, credit reports, debt ratios and loan to value information.
  • Analyze credit reports and counsel clients on how to improve and strengthen financial standing.
  • Observe credit reports and ChekSystems reports on clients are within bank perimeters.
  • Process, disburse, complete loan applications, run credit reports.
  • Review credit reports and financial statements of loan applicants.
  • Arranged credit reports for the managing team.
  • Analyze credit reports to evaluate customers and initiate cross sell opportunity.

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39. CDS

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Here's how CDS is used in Personal Banker jobs:
  • Promote and sell financial products and services (credit cards, CDs, loans) to consumer and small business customers.
  • Up sell or establish new relationships for demand deposit accounts, CDs, IRAs, Loans, and credit cards.
  • Handle face-to-face client servicing including setting up CDs, retirement accounts, and performing daily maintenance on deposit accounts.
  • Advised and educated customers regarding deposit account services, and checking, savings, money markets, and CDs.
  • Opened new accounts for current and existing clients such as Checking, Savings, CDs, and IRAs.
  • Marketed and sold new accounts, including Checking, Savings, Cds, IRAs and Business products.
  • Created personalized Checking, Saving, Cds, and Loan accounts tailored for each customers need.
  • Account management for existing customers; IRAs, CDs, Savings, Checking, etc.
  • Manage customer banking portfolios; including checking, savings, CDs, and investment accounts.
  • Assist customers with needs involving Checking, Savings, Loans, CDs and more.
  • Assisted customers with wire transfers, CDs, IRAs, savings plans options.
  • Assisted clients with renewing banking accounts, CDs and other financial products.
  • Processed deposits for new accounts, IRAs, Cds and loan payments.
  • Open and close deposit accounts and sell financial products (CDs, IRAs, credit cards, loans).
  • Advised and sold accounts (CDs, Savings, and Checking) and credit cards.
  • Open new Checking, Savings, CDs & IRAs for new & existing customers.
  • Opened new consumer checking, savings, IRAs, trust accounts, and CDs.
  • Credit Cards, CDs, IRAs, small business and mortgage loans).
  • Credit Cards, CDs, Loans) to both consumer and small business customers.
  • credit cards, CDs, IRAs, Loans, etc.).

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40. Operational Activities

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low Demand
Here's how Operational Activities is used in Personal Banker jobs:
  • Perform intermediate duties and support related bank operational activities and financial services to process all new account transactions.
  • Provide oversight on all operational activities including transaction accuracy and execution of day to day tasks.
  • Performed branch operational activities at an intermediate level and managed financial services for various accounts.
  • Help coordinate operational activities within the branch to ensure satisfactory passing operational audits.
  • Performed intermediate duties and support related to branch operational activities and financial services.
  • Facilitated operational activities to fulfill assistant management requisite in northern branches.
  • Provided support related to branch operational activities and financial services.
  • Execute financial services along with assisting with branch operational activities.
  • Train less experienced personnel and assisted in operational activities.
  • Support branch operational activities and financial services.
  • Performed intermediate duties, support branch operational activities and financial services as well as process all new and existing account transactions.
  • Executed operational activities such as international and domestic wires, issuing debit cards and sales of business banking products.
  • Supported branch operational activities; provided leadership, training, development and support to branch staff.
  • Provide oversight on all operational activities such as, account opening transaction accuracy and cash handling.
  • Support related to branch operational activities and financial services, processing of all new account transactions.
  • Supported branch in operational activities such as managing the branch in absences of Branch Manager.
  • Trained and specialized in sales and operational activities in a retail banking setting.
  • Support the bank related to all operational activities and practices.
  • Perform tasks related to operational activities of the bank.
  • Support bank branch operational activities and clerical duties.

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41. Processing Loan Payments

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Here's how Processing Loan Payments is used in Personal Banker jobs:
  • Provide quality customer service while opening accounts, processing loan payments and providing detailed customer information.
  • Cash handling,processing loan payments.

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42. General Ledger Accounts

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Here's how General Ledger Accounts is used in Personal Banker jobs:
  • Maintained inventory and completes reporting on assigned General Ledger Accounts.
  • Maintained and reconciled internal general ledger accounts.
  • Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, and document business transactions.
  • Balance general ledger accounts as well as the marketing budget for the Black Hawk County offices on a monthly basis.
  • Process daily back-up for end of day totals, including balancing the vault and the general ledger accounts.
  • Originate all necessary tickets of the accounts & balance them with their respective General Ledger Accounts.
  • Oversee Bank Statements, General Ledger Accounts, Auto, Personal and Business Ledgers.
  • Balanced monthly general ledger accounts to accurately record cost and month end accruals.
  • Balance general ledger accounts and assist customers with balancing their checking accounts.
  • Reconciled bank statements and reviewed general ledger accounts on a monthly basis.
  • Applied basic accounting principles for the purpose of balancing General Ledger accounts.
  • Processed general ledger accounts transactions, wire transfers and tax payments.
  • Balanced general ledger accounts for loan recoveries monthly.
  • Post and balance General ledger accounts.
  • Reconcile branch general ledger accounts.
  • Balance ATM Machine and balance bank general ledger accounts.
  • Check account balances, Open checking, savings & loans for clients Service ATM Balance general ledger accounts

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43. Prospective Customers

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low Demand
Here's how Prospective Customers is used in Personal Banker jobs:
  • Analyzed financial statements and pertinent information to determine credit worthiness of prospective customers.
  • Identified prospective customers by using business directories and following leads from existing clients.
  • Analyzed financial statements and applicable information to determine creditworthiness of prospective customers.
  • Contacted regular and prospective customers to explain product features and solicit orders.
  • Analyzed market potential - Researched prospective customers and potential profit.
  • Identified prospective customers for Citibank and participated in cross-selling activities.
  • Contacted prospective customers to present information and explained available services.
  • Coordinated with prospective customers and analyzed individual requirements.
  • Assisted with inbound calls selling and opening a wide variety of retail banking products and services to current and prospective customers.
  • Prepare invoices, reports, memos, letters, financial statements and promoting new line products to prospective customers.
  • Called on customers and prospective customers to determine financial needs and to promote new business opportunities for the bank.
  • Generated new leads through personal visits, marketing lists and cold calls to new, existing and prospective customers.
  • Utilized the sales process to identify needs and sell products and services to existing and prospective customers.
  • Accepted over 100 calls on average daily, providing excellent customer service to current and prospective customers.
  • Generate new customer relationships by consistently applying the bank s sales concept to all new/ prospective customers.
  • Develop strategies to grow my client base and implement appropriate sales plans to target prospective customers.
  • Assist tellers on how to prospect and spot opportunities with existing and prospective customers.
  • Open new accounts by reaching out to prospective customers.
  • Reach out to prospective customers to sell services.
  • Opened new accounts by reaching out to prospective customers Prepared daily activity report.

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44. Referral Goals

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low Demand
Here's how Referral Goals is used in Personal Banker jobs:
  • Supervised Tellers and Personal Bankers to successfully achieve company sales and referral goals.
  • Identified customer needs and presented appropriate options to achieve personal referral goals.
  • Surpassed challenging sales and referral goals by proactively cross-selling a wide variety of products and services to existing and prospective clients.
  • Exceeded customer referral goals for new bank services by utilizing sales training and various selling techniques.
  • Achieve sales and referral goals by developing a positive customer experience with 100% sale results.
  • Achieve sales and referral goals by developing a positive customer experience Build book of business.
  • Keep a daily sales and referral goals which I am rewarded on through incentives.
  • Implemented a training atmosphere for the tellers, to help with their referral goals.
  • Fulfilled daily, weekly, and monthly sale targets and referral goals.
  • Exceed challenging sales and referral goals by proactively selling products and services.
  • Achieved top 5% of company sales and referral goals.
  • Track, and lead branch teammates in meeting referral goals.
  • Meet Monthly Referral Goals as a Personal Banker Associate.
  • Exceeded challenging sales and referral goals every quarter.
  • Meet and exceed sales and partner referral goals.
  • Meet daily sales goals and referral goals.
  • Experienced in meeting and exceeding sales and referral goals, working with platform team members, teller team, and partners.
  • Outpaced challenging sales and referral goals by introducing customers to business partners in other areas of the bank.
  • Satisfy all of Wachovia's customers needs and to help them succeed financially while exceeding challenging sales and referral goals.
  • Key Achievements: Increased employee retention by 100% Increased monthly referral goals by 100%.

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45. Account Opening

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low Demand
Here's how Account Opening is used in Personal Banker jobs:
  • Ensured that accurate personal and business identification/documentation is presented during account opening; complied with regulations of the OCC.
  • Reviewed daily account opening reports.
  • Specialize in small business account opening, business loans/lines, required business documentation, and assisted in other areas as needed.
  • Assisted customers with account maintenance, account openings, loan closings, and investment referrals on a daily basis.
  • Selected as a team member representing the Southeast Florida region to create new account opening processes.
  • Account openings while following both Federal Anti-Money Laundering and Anti-Terrorism Laws and US Bank policies.
  • Guide and educate customers with concerns regarding account openings and account management for my clients.
  • Performed consumer loan originating and closing, account opening, and safe deposit transactions.
  • Performed account openings and servicing while meeting and exceeding company set goals.
  • Account openings for new and existing customers * Performed customer transactions e.g.
  • Assisted new and existing customers with financial planning and account openings.
  • Passed bi-annual audit of cash count and account opening procedures.
  • Assisted with all new account openings and business deposits.
  • Performed account openings and closings.
  • Assisted clients with account opening procedures by ensuring account opening forms are complete and accurate.
  • Strived to exceed sales goals in account openings, loan processing, and mortgage applications.
  • Managed the Know Your Customer process from account opening to subsequent transaction activity.
  • account opening, account closure, client retention, manager-on-duty
  • Account opening and reconcile * Relationship building * Customer Service/Data Entry
  • Maintained a "missing work" portfolio to ensure that all personal bankers met compliance codes with their account openings.

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46. Customer Base

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low Demand
Here's how Customer Base is used in Personal Banker jobs:
  • Provided excellent customer service to existing customer base while uncovering sales and referral opportunities using interview and problem solving skills.
  • Engaged with the community to develop customer base by visiting businesses and conducting educational seminars.
  • Increased deposits and customer base by aggressively networking in the community and target marketing.
  • Developed new business and expanded existing customer relationships to grow revenues and customer base.
  • Provided top-level service to an ethnically diverse customer base.
  • Worked with cross- functional resources to implement direct marketing programs, reaching a 10% increase in customer base.
  • Utilized a consultative sales approach, to successfully grow customer base and to increase cross- selling sales.
  • Adapt to promoting banking opportunities and product information to new and existing customer base.
  • Schedule and assist in sales presentations to existing customers to grow customer base.
  • Develop and work with branch team to expand the customer base.
  • Worked with and maintained Excel spreadsheets to build customer base.
  • Contacted current and prospective clients to build strong customer base.
  • Expanded customer base through a variety of effective sales techniques.
  • Developed and implemented sales campaigns to expand customer base.
  • Provided bank services to a diverse customer base.
  • Grow customer base and increase deposits.
  • Provide teller overrides for deposit verifications, withdrawals over teller limits, assist with cross-sell opportunities with customer base.
  • Prepare money for shipping Open new accounts and review current customer base
  • Visit shopping centers and businesses to build customer base.
  • Leveraged opportunities to cross sell and upsell the banks customer base to increase revenue and strengthen customer relationships.

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47. New Services

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low Demand
Here's how New Services is used in Personal Banker jobs:
  • Promote business by maintaining good customer relations and referring customers to appropriate business partners for new services.
  • Recommended new services to existing personal account customers.
  • Answer questions in person or on telephone; cross-sells bank products; informing customers of new services and product promotions;.
  • Promoted business for the Bank by maintaining excellent customer relations and referring customers to appropriate staff for new services.
  • Consulted with new and existing clients to offer new services, open new accounts and resolve issues.
  • Follow through and obtain commitment to apply for and obtain new services or products for new/current customers.
  • Raised the customers' awareness of the existing and new services and products via marketplace research;.
  • Gather information and necessary documents from our clients to process loan applications and establish new services.
  • Promoted business for the Bank by maintaining good customer relations and referrals for new services.
  • Maintained good customer relations and referred customers to appropriate staff for new services.
  • Perform branch clerical duties; referring customers to appropriate staff for new services.
  • Build and maintain good relationships while referring new services in maximizing financial assets.
  • Encouraged customers to upgrade their accounts and start new services and accounts.
  • Applied for new services or helping them with existing products.
  • Updated and trained staff about new services clients can receive.
  • Referred customers to appropriate staff for new services.
  • Marketed new services and promotions to customers.
  • Serviced customers by completing account transactions.. Cross-sold products by informing customers of new services and promotions.
  • Provide banking services that meet a particular financial need and to introduce new services that could better the overall banking experience.
  • Open various personal and business accounts; - Enter and close loans; - Cross sell products and promote new services.

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48. Appropriate Person

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low Demand
Here's how Appropriate Person is used in Personal Banker jobs:
  • Implemented and shared product knowledge which enabled customers to make appropriate personal financial decisions.
  • Retrieved requested files and delivered to appropriate personnel.
  • Greeted customers and referred to appropriate personnel.
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
  • Allocated clients to appropriate personnel within company for products that were outside my title authority.
  • Assisted with customer calls, take messages, and forward callers to appropriate personnel.
  • Have the ability to identify and resolve problems or delegate to the appropriate personnel.
  • Make consumer loan, mortgage, and investment referrals to appropriate personnel.
  • Serve as a liaison to appropriate personnel to achieve sales referral goals.
  • Handled customer's complaints and directed to the appropriate personnel.
  • Answered phone calls and transferred to the appropriate person.
  • Answered phones and directed calls to the appropriate personnel.
  • Handle calls on a multi line phone and forward them to appropriate person among 12 employees.
  • Lead Teller Supervisor Personal Banker Handled inquiries and complaints, resolved problems and provided information to appropriate persons for action.

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49. Personal Accounts

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low Demand
Here's how Personal Accounts is used in Personal Banker jobs:
  • Specialized in originating home equity lines of credit and business loans, creating new business/personal accounts.
  • Administered opening of all new personal accounts and business deposits.
  • Coordinated with the Quality Control and BSA departments on multiple projects minimize any fraudulent activity on business and personal accounts.
  • Implemented strategic consumer planning that included loan initiation, document review, and processing for both commercial and personal accounts.
  • Report to the branch manager, responsible for direct sales of personal accounts, loans and lines of credit.
  • Follow daily sales quota, make electronic transfers for customers and assist customers with reconciling personal accounts.
  • Opened new business accounts, personal accounts, and lines of credit to serve customer needs.
  • Open and close accounts, provide customer service via call center, manage customers personal accounts.
  • Achieved all referral goals; managed personal accounts including Auto, Home Equity and Secured Loans.
  • Prepared and processed various applications for loans, credit cards, personal accounts, etc.
  • Have experience with opening business accounts as well as UTMA accounts and Personal Accounts.
  • Helped customers to set up checking, savings and other personal accounts.
  • Open personal accounts, savings, line of credit, investment referrals.
  • Performed banking duties and supervised the financial activities for personal accounts.
  • Developed and managed clients business, and personal accounts.
  • Receive phone inquiries about loans and personal accounts.
  • Opened all personal accounts for all new customers.
  • Assisted clients with business and personal accounts.
  • Work on clients personal accounts.
  • Opened and closed personal accounts Customer interaction and sales Financial fraud prevention

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50. Customer Ratio

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low Demand
Here's how Customer Ratio is used in Personal Banker jobs:
  • Used profiling analysis tools to identify cross-sell opportunities and ultimately increase the product-per-customer ratio.
  • Utilized analysis tools to identify cross sell opportunities to increase product per customer ratio.
  • Increased product-per-customer ratio by cross-selling while managing existing customers' accounts.
  • Conducted outbound sales calls to increase product-per-customer ratio.
  • Use analysis to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.
  • Utilized profile analysis tools to uncover cross sell opportunities that increased the average product per customer ratio from 2:1 to 4:1.
  • Utilized profiling analysis tools to identify cross sell opportunities and conducted outbound sales calls to increase product per customer ratio.
  • Utilized profiling analyses tools to identify cross-selling opportunities and make outbound sales to increase the product per customer ratio.
  • Used profiling analysis tools to identify potential opportunities and made outbound sales calls to increase product per customer ratio.
  • Utilized profile analysis tools in performing cross-selling and outbound calls, while ensuring growth of product per customer ratio.
  • Assist tellers in opportunities to build and deepen customer relationships by increasing product, per customer ratio.
  • Call prospectors typically by phone to set up appointments and increase product per customer ratio.
  • Create profiling analysis tools to identify, establish, and improve product per customer ratio.
  • Identified cross- sell opportunities and made outbound calls to increase products per customer ratio.
  • Make outbound sales calls by phone to increase product per customer ratio.
  • Make outbound sales calls to increase customer ratio and loyalty.
  • Key Contributions: Utilized profiling tools to identify cross-sell opportunities; made outbound calls to increase product-per-customer ratio.
  • Provided financial advice and managed customer portfolio using profiling analysis tools to increase product-per-customer ratio.
  • Used profiling analysis tools to identify cross-sell opportunities and increased product per customer ratio.
  • Used profiling analysis tools to identify cross sell opportunities increasing the banks customer base and product per customer ratio.

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20 Most Common Skills For A Personal Banker

Financial Needs

22.8%

Loan Applications

12.4%

Sales Goals

6.9%

Customer Service

6.1%

Bank Products

5.9%

New Account Transactions

5.9%

Credit Card Transactions

5.5%

Customer Relationships

3.9%

New Accounts

3.5%

Financial Products

3.0%

Equity

3.0%

Financial Services

2.9%

Small Business

2.8%

ATM

2.6%

Cross-Sell

2.5%

Client Relationships

2.3%

Outbound Calls

2.2%

Customer Accounts

2.1%

Customer Portfolio

1.8%

Financial Goals

1.7%
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Typical Skill-Sets Required For A Personal Banker

Rank Skill
1 Financial Needs 17.3%
2 Loan Applications 9.4%
3 Sales Goals 5.2%
4 Customer Service 4.6%
5 Bank Products 4.5%
6 New Account Transactions 4.4%
7 Credit Card Transactions 4.2%
8 Customer Relationships 2.9%
9 New Accounts 2.7%
10 Financial Products 2.3%
11 Equity 2.3%
12 Financial Services 2.2%
13 Small Business 2.1%
14 ATM 2.0%
15 Cross-Sell 1.9%
16 Client Relationships 1.7%
17 Outbound Calls 1.7%
18 Customer Accounts 1.6%
19 Customer Portfolio 1.4%
20 Financial Goals 1.3%
21 Savings Accounts 1.2%
22 Business Partners 1.2%
23 New Clients 1.1%
24 Credit Services 1.1%
25 Loan Portfolio 1.1%
26 Wire Transfers 1.1%
27 Personal Loans 1.1%
28 Account Maintenance 1.0%
29 Notary 1.0%
30 Broad Base 0.9%
31 Financial Solutions 0.8%
32 Product Knowledge 0.8%
33 Potential Customers 0.8%
34 Phone Calls 0.8%
35 Monetary Transactions 0.8%
36 Account Types 0.7%
37 Analysis Tools 0.7%
38 Credit Reports 0.7%
39 CDS 0.7%
40 Operational Activities 0.7%
41 Processing Loan Payments 0.7%
42 General Ledger Accounts 0.7%
43 Prospective Customers 0.7%
44 Referral Goals 0.7%
45 Account Opening 0.6%
46 Customer Base 0.6%
47 New Services 0.6%
48 Appropriate Person 0.6%
49 Personal Accounts 0.5%
50 Customer Ratio 0.5%
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8,130 Personal Banker Jobs

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